Tax Planning

Proper tax planning is essential for your business to prosper!

"Tax planning near me", you ask? Now more than ever realizing tax savings opportunities through effective tax planning is crucial in achieving personal and business financial goals. We have the background (read about our team) to be proactive in recommending practical tax planning ideas that minimize your tax liabilities.

We encourage all of our clients to contact us concerning events involving their business and personal life that could affect their tax filings to ensure proper tax planning was adopted in order to minimize both State and Federal taxation.

BUSINESS TAX PLANNING

We recommend choosing organization structures which are both appropriate and tax efficient for your type of business endeavor. We can structure the purchase or sale of a business entity to mitigate current and future tax liabilities. We offer asset acquisition planning such as purchasing or leasing equipment, deferred compensation planning such as simple plans, as well as more complex opportunities that may surface in your business operations.

INDIVIDUAL TAX PLANNING

Individual tax planning may be as simple as making donations to an authorized charity and receiving a receipt, to more advanced tax planning that involves the utilization of a trust in estate planning to name a few. We can help!